🏢 Giants Signal
Strategic intelligence on the industry titans shaping AEC technology
Filter by Company:
All Giants
Latest Updates from Industry Giants
ESRI Announces ArcGIS Pro 3.5: BIM Integration Gets Real
ESRI released ArcGIS Pro 3.5 with native Revit file import, IFC 4.3 support, and two-way synchronization with BIM 360/Construction Cloud—the first ESRI product to genuinely bridge the GIS-BIM divide for infrastructure projects. After five years of promises, partnerships, and proof-of-concepts…
Trimble Raises Subscription Prices 15% Across All Products
Trimble sent customer emails February 10, 2026 announcing 15% price increase across all AEC software products effective April 1, 2026—just 50 days notice. This is the first major pricing adjustment since 2022 and affects SketchUp Pro, Tekla Structures, e-Builder, Trimble…
ACQUISITION
Bentley Systems Acquires Seequent for $900M
Bentley Systems acquired New Zealand-based Seequent for $900M cash, the largest acquisition in Bentley's history and a clear signal of their infrastructure and mining market ambitions. Seequent's subsurface modeling software (Leapfrog, GeoStudio, Central, PLAXIS) fills critical gaps in Bentley's portfolio,…
Procore Announces Enterprise AI Suite (Finally)
At Groundbreak 2026, Procore unveiled its Enterprise AI Suite—a collection of AI-powered features promising to transform construction project management through predictive analytics, automated documentation, and intelligent decision support. The announcement came 18 months after CEO Tooey Courtemanche first teased "AI…
API CHANGE
Autodesk Platform Services API 2.0: Breaking Changes Incoming
Autodesk announced Platform Services API 2.0 will deprecate v1 endpoints on June 1, 2026—four months from today. All integrations currently using v1 authentication, data access, or webhooks will stop working on that date. No grace period. No fallback compatibility mode.…
Procore's Quiet Acquisition Spree: 3 Startups in 90 Days
Procore Technologies quietly acquired three construction technology startups in Q1 2026, spending an estimated $40-60M combined for capabilities the company apparently couldn't build internally fast enough. The acquisitions—BidTracer (procurement AI), SiteLens (photo analysis ML), and ComplianceOS (safety automation)—reveal Procore's strategic…
đź“Š Why Track Industry Giants?
🚨 API Breaking Changes
Giants deprecate APIs with 6-12 month notice. We track every API change so you can plan migrations before your integrations break.
đź’° Pricing Model Shifts
When Autodesk or Procore changes licensing, your budget projections are wrong. Know about pricing changes before contract renewal.
🏢 M&A Impact Analysis
Acquisitions affect roadmaps, support, and product direction. Understand what changes when a giant acquires your favorite tool.
🔄 Platform Consolidation
Giants are merging products into mega-platforms. Know which standalone tools are being sunset and what the migration path looks like.